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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,965 | $184,000-64.1% | $162,185-59.3% | $152,909-56.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.39% | 150.80%-130.4pp | 115.61%-95.2pp | 345.46%-325.1pp |
| Employer contribution / active EE | $2,014 | $6,370-68.4% | $5,613-64.1% | $4,764-57.7% |
| Participant deferral / active EE | $2,619 | $8,033-67.4% | $7,297-64.1% | $5,851-55.2% |
| Admin fee / account holder | $14,406 | $13,124+9.8% | $10,844+32.9% | $11,601+24.2% |